We are live on ! Find out more
ACWX icon

iShares MSCI ACWI ex US ETF

392 hedge funds and large institutions have $2.78B invested in iShares MSCI ACWI ex US ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 120 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 120

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

8% less call options, than puts

Call options by funds: $216K | Put options by funds: $234K

3% less funds holding

Funds holding: 403392 (-11)

9.81% less ownership

Funds ownership: 79.06%69.25% (-9.8%)

11% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 54

15% less capital invested

Capital invested by funds: $3.28B → $2.78B (-$503M)

Holders
392
Holders Change
-11
Holders Change %
-2.73%
% of All Funds
6.6%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.29%
New
48
Increased
137
Reduced
120
Closed
54
Calls
$216K
Puts
$234K
Net Calls
-$18K
Net Calls Change
-$4M
Name Holding Trade Value Shares
Change
Change in
Stake
WCP
226
Wick Capital Partners
Pennsylvania
$493K +$530K +10,952 New
FNBOO
227
First National Bank of Omaha
Nebraska
$491K -$78.8K -1,627 -13%
BS
228
Banco Santander
Spain
$487K +$524K +10,830 New
OFS
229
Oldfather Financial Services
Nebraska
$486K -$25.9K -536 -5%
AIM
230
Allen Investment Management
New York
$485K
Fidelity Investments
231
Fidelity Investments
Massachusetts
$462K -$68.5K -1,416 -12%
DWM
232
Dakota Wealth Management
Florida
$459K -$212K -4,384 -30%
SWP
233
Stratos Wealth Partners
Ohio
$438K +$100K +2,066 +27%
B
234
Brightworth
Georgia
$437K
ONB
235
Old National Bancorp
Indiana
$433K +$465K +9,612 New
FCFC
236
First Commonwealth Financial Corp
Pennsylvania
$428K +$266K +5,488 +137%
CGFA
237
Colton Groome Financial Advisors
North Carolina
$414K +$42.7K +883 +11%
PTC
238
Philadelphia Trust Company
Pennsylvania
$410K
DCM
239
Dimension Capital Management
Florida
$401K
FFN
240
Focus Financial Network
Minnesota
$386K +$7.75K +160 +2%
RCA
241
Ranch Capital Advisors
Florida
$377K -$102K -2,106 -20%
PWM
242
Perigon Wealth Management
California
$376K +$111K +2,298 +38%
HSA
243
HBK Sorce Advisory
Pennsylvania
$373K +$128K +2,636 +47%
PCA
244
Personal Capital Advisors
California
$367K
NA
245
Nottingham Advisors
New York
$363K
Citigroup
246
Citigroup
New York
$355K -$304K -6,282 -44%
FNBOH
247
First National Bank of Hutchinson
Kansas
$355K -$1.79K -37 -0.5%
CWM
248
Cahaba Wealth Management
Georgia
$346K +$6.78K +140 +2%
BAM
249
Belpointe Asset Management
Nevada
$346K +$131K +2,713 +55%
AWM
250
AllSquare Wealth Management
New York
$343K -$6.49K -134 -2%

ACWX Hedge Fund Activity: Q2 2022 in Review

392 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q2 2022, worth a combined $2.78B — down 15% from $3.28B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of ACWX and 48 opened new positions — a net loss of 6 holders — while 120 trimmed existing stakes and 137 added.

The largest buyer was Bank of America, adding an estimated $73.2M. The largest seller was Aaron Wealth Advisors, cutting an estimated $287M.

  • 392 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q2 2022, down from 403 in Q1 2022.
  • Funds reported $2.78B of iShares MSCI ACWI ex US ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 48 funds opened new iShares MSCI ACWI ex US ETF positions in Q2 2022 and 54 closed out, a net change of -6 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q2 2022 was Bank of America, an estimated $73.2M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $287M sold.

Based on aggregated 13F filings for Q2 2022.